EDUCATION SERIES | DECEMBER PROGRAM

️ Event Details

Date: Wednesday, December 10, 2025
Format: Hybrid (In Person & Virtual)

 Schedule

8:30 AM
☕ Registration & Coffee Social

9:00 - 11:00 AM
 Staying Ahead of the Curve: Key Regulatory, Security, and Tax Insights for the Year-End
Topic | Speaker: 
SECURE Act 2.0 - Dave Reyes | Maloney + Novotny LLC
Information Security - Dale Dresch & Adam Alletto  | Maloney + Novotny LLC
IRS/DOL Issues - Chris Villari | Maloney + Novotny LLC
Year-End Tax Planning Considerations - Dan Tomola  | Maloney + Novotny LLC

 Attending Options

In Person:
CBIZ | 5th Floor
5959 Rockside Woods Blvd. N.
Independence, 44131

Virtually via Zoom
A Zoom registration link and access details will be emailed to you following this portion of the registration process.  Please look for this email in your inbox, junk or spam.

 Program Fees

Continuing Education

This program is filed for 2 CE credits in the following categories:

• Insurance
• CFP
• Legal

Accounting and PRP are self-reporting.

Important for Virtual Attendees:
To receive CE credit, you must answer all poll questions during the session. Partial credit cannot be granted for Insurance or CFP.